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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,900 | $71,215+54.3% | $93,696+17.3% | $80,935+35.8% |
| Participation rate | 76.6% | 60.4%+16.2pp | 68.7%+7.9pp | 67.7%+8.9pp |
| Annual return | 10.58% | 11.27%-0.7pp | 133.74%-123.2pp | 35.66%-25.1pp |
| Employer contribution / active EE | $4,103 | $1,565+162.2% | $2,422+69.4% | $2,757+48.8% |
| Participant deferral / active EE | $6,325 | $4,037+56.7% | $4,417+43.2% | $4,299+47.1% |
| Admin fee / account holder | $2,926 | $6,958-57.9% | $8,287-64.7% | $6,924-57.7% |